Jim Cramer Highlighted 25 Stocks Like Apple, UnitedHealth, and the Rotation into Defensive Sectors
In this article, we will look at the stocks Jim Cramer highlighted during Mad Money, as he noted the rotation into defensive sectors.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Viking Global Andreas Halvorsen | 22,479,388 | $1,242,660,569 | +17% | 3.48% |
| 2. | Gates Capital Management Jeffrey Gates | 2,089,472 | $115,506,012 | -15% | 3.16% |
| 3. | Select Equity Group Robert Joseph Caruso | 1,712,853 | $94,686,514 | -56% | 0.48% |
| 4. | D E Shaw D. E. Shaw | 1,378,777 | $76,218,793 | 0.05% | |
| 5. | Renaissance Technologies Jim Simons | 1,128,600 | $62,389,008 | +19% | 0.1% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $47.03 | 21,300 | $1,001,739.00 | 94,622 | 2025-08-01 | Filing | |
| $58.54 | 11,100 | $649,794.00 | 98,861 | 2022-05-02 | Filing | |
| $57.73 | 6,300 | $363,699.00 | 87,761 | 2022-05-02 | Filing | |
| $50.47 | 13 | $630.88 | 46,990 | 2020-03-25 | Filing | |
| $55.22 | 20,000 | $1,104,460.00 | 71,278 | 2020-05-13 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $60.81 | 47,557 | $2,891,941.17 | 87,780 | 2026-05-04 | Filing | |
| $58.34 | 7,131 | $416,022.54 | 31,775 | 2026-02-18 | Filing | |
| $51.28 | 58,133 | $2,981,060.24 | 80,075 | 2025-11-10 | Filing | |
| $50.35 | 2,192 | $110,367.20 | 59,488 | 2025-10-31 | Filing | |
| $72.40 | 175,000 | $12,670,000.00 | 428,585 | 2025-05-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 43,156,197 | $2,385,674,570 | 1.31% | |
| 2. | 31,627,018 | $1,748,341,606 | 0.03% | |
| 3. | 20,208,249 | $1,117,112,005 | 0.02% | |
| 4. | 13,610,226 | $752,373,293 | 0.03% | |
| 5. | 13,154,259 | $727,167,438 | 0.03% |